Recent Updates
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Updated on: Feb 03, 2023
Venture Contacts
<p>Create a Venture Contact record to link Contacts with Venture records. This allows us to keep contacts and ventures synced with each other while providing the flexibility to note a Contact's Primary Venture, a Venture's Lead Contact, and any additional contacts and their roles.</p>Manual Managing Ventures -
Updated on: Feb 03, 2023
Updating Venture descriptions (Venture Post)
<p>Create a Venture Post record to update the description fields on the Venture record itself. This allows us to track changes to the Venture description over time.</p>Manual Managing Ventures -
Updated on: Feb 03, 2023
Set up your Survey Email Template
Manual Managing Seminars -
Updated on: Feb 03, 2023
Send your Survey to your Campaign
Manual Managing Seminars -
Updated on: Feb 03, 2023
Set up your Survey Email List
Manual Managing Seminars -
Updated on: Feb 03, 2023
Setting up your logistics form
Manual Managing Seminars -
Updated on: Feb 03, 2023
Materials: Bios, Ventures, Tent Cards, Badges
<p>Pulling seminar materials in Salesforce via the Special Event Seminar record is done with easing using the Custom Links provided on the Special Event record. </p>Manual Managing Seminars -
Updated on: Feb 03, 2023
Special Event: Globalization Seminars
Manual Managing Seminars -
Updated on: Feb 03, 2023
Agenda Badges by Special Event Attendee (Multiple Attendees)
<p><em>Generating and printing Agenda Badges from the Special Event Attendee List View is a method ideal for printing Agenda Badges in bulk. </em></p>Manual Staffing the Action Forum -
Updated on: Feb 03, 2023
Tent Cards by Session (Multiple Sessions)
<p><em>Generating and printing Tent Cards from the Sessions List View is a method ideal for printing Tent Cards in bulk. </em></p>Manual Staffing the Action Forum